We are live on ! Find out more
Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
-2.54%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$34.8B
AUM Growth
-$269M
Cap. Flow
+$1.37B
Cap. Flow %
3.92%
Top 10 Hldgs %
31.64%
Holding
2,717
New
60
Increased
1,190
Reduced
635
Closed
91

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$140M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$116M
3
DIS icon
Walt Disney
DIS
+$95.4M
4
ADBE icon
Adobe
ADBE
+$90.7M
5
AMZN icon
Amazon
AMZN
+$85.4M

Top Sells

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$71M
2
MU icon
Micron Technology
MU
+$38.4M
3
ALC icon
Alcon
ALC
+$37.4M
4
URI icon
United Rentals
URI
+$32.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$31.6M

Sector Composition

Rank Sector Weight
1 Technology 27.85%
2 Financials 18.08%
3 Healthcare 12.65%
4 Consumer Discretionary 9.52%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAX icon
2276
MediaAlpha
MAX
$804M
$110K ﹤0.01%
11,928
– –
TRST
2277
Trustco Bank Corp NY
TRST
$951M
$110K ﹤0.01%
3,608
– –
TASK icon
2278
TaskUs
TASK
$649M
$110K ﹤0.01%
8,048
– –
RES icon
2279
RPC Inc
RES
$1.4B
$110K ﹤0.01%
19,944
– –
CVLG icon
2280
Covenant Logistics
CVLG
$841M
$110K ﹤0.01%
4,940
– –
AOSL icon
2281
Alpha and Omega Semiconductor
AOSL
$1.05B
$110K ﹤0.01%
4,407
– –
GOOS
2282
Canada Goose Holdings
GOOS
$854M
$109K ﹤0.01%
13,725
– –
HOV icon
2283
Hovnanian Enterprises
HOV
$795M
$109K ﹤0.01%
+1,038
New +$125K
EGY icon
2284
Vaalco Energy
EGY
$620M
$109K ﹤0.01%
28,906
– –
OPEN icon
2285
Opendoor
OPEN
$3.34B
$109K ﹤0.01%
109,979
– –
UDMY
2286
DELISTED
Udemy
UDMY
$108K ﹤0.01%
13,903
– –
OSBC icon
2287
Old Second Bancorp
OSBC
$1.3B
$108K ﹤0.01%
6,472
-5,268
-45% -$94.3K
MLTX icon
2288
MoonLake Immunotherapeutics
MLTX
$1.38B
$108K ﹤0.01%
2,753
– –
GOOD
2289
Gladstone Commercial Corp
GOOD
$623M
$107K ﹤0.01%
7,116
– –
CNDT icon
2290
Conduent
CNDT
$242M
$106K ﹤0.01%
39,251
+15,270
+64% +$55.8K
IAS
2291
DELISTED
Integral Ad Science
IAS
$106K ﹤0.01%
13,148
– –
SVV icon
2292
Savers
SVV
$1.85B
$106K ﹤0.01%
15,339
– –
BASE
2293
DELISTED
Couchbase
BASE
$105K ﹤0.01%
6,698
– –
TMP icon
2294
Tompkins Financial
TMP
$1.42B
$105K ﹤0.01%
1,673
– –
ASTL icon
2295
Algoma Steel
ASTL
$475M
$105K ﹤0.01%
19,329
– –
SLQT icon
2296
SelectQuote
SLQT
$122M
$104K ﹤0.01%
+31,202
New +$132K
CFFN icon
2297
Capitol Federal Financial
CFFN
$1.09B
$104K ﹤0.01%
18,573
– –
MRVI icon
2298
Maravai LifeSciences
MRVI
$884M
$104K ﹤0.01%
47,031
+16,914
+56% +$66.8K
REX icon
2299
REX American Resources
REX
$1.44B
$104K ﹤0.01%
5,532
– –
TCOM icon
2300
Trip.com Group
TCOM
$29.1B
$104K ﹤0.01%
1,633
+360
+28% +$23.6K
90 91
92
93 94

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Zurich Cantonal Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Cantonal Bank held 2,717 positions worth $34.8B, down 0.77% from $35.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Cantonal Bank deployed $1.37B of net new capital in Q1 2025, opening 60 new positions and adding to 1,190 existing holdings. Its largest new stake was Sandisk: 28,616 shares worth $1.36M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Hubbell, an estimated $71M trimmed.

  • Zurich Cantonal Bank's largest Q1 2025 buy was Sandisk: 28,616 shares worth $1.36M.
  • Zurich Cantonal Bank added most to UBS Group in Q1 2025, an estimated $140M increase.
  • Zurich Cantonal Bank's biggest Q1 2025 reduction was Hubbell, cutting an estimated $71M.
  • Zurich Cantonal Bank fully exited Zebra Technologies in Q1 2025, selling an estimated $4.55M.
  • Zurich Cantonal Bank's ten largest holdings make up 32% of its $34.8B portfolio in Q1 2025.
  • Zurich Cantonal Bank opened 60 new positions and closed 91 in Q1 2025.
  • Zurich Cantonal Bank's portfolio value fell 0.77% quarter-over-quarter to $34.8B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.